| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,519 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,998 | $55,679-82.0% | $81,988-87.8% | $73,501-86.4% |
| Participation rate | 98.9% | 62.3%+36.6pp | 69.3%+29.6pp | 70.7%+28.2pp |
| Annual return | 12.78% | 19.07%-6.3pp | 41.32%-28.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $3,485 | $1,626+114.3% | $2,499+39.5% | $2,270+53.5% |
| Participant deferral / active EE | $225 | $2,764-91.9% | $3,723-94.0% | $3,740-94.0% |
| Admin fee / account holder | $6 | $493-98.9% | $5,666-99.9% | $513-98.9% |